Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452B
AUM Growth
+$83.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,975
New
Increased
Reduced
Closed

Top Buys

1
+$2.09B
2
+$1.04B
3
+$752M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$693M
5
DDOG icon
Datadog
DDOG
+$578M

Top Sells

1
+$5.34B
2
+$1B
3
+$847M
4
AAPL icon
Apple
AAPL
+$846M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$791M

Sector Composition

1 Technology 19.33%
2 Healthcare 10.4%
3 Consumer Discretionary 8.1%
4 Communication Services 7.81%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$5.44M ﹤0.01%
122,258
-5,090
2552
$5.42M ﹤0.01%
140,103
+26,564
2553
$5.42M ﹤0.01%
799,621
-229,154
2554
$5.42M ﹤0.01%
426,003
-20,514
2555
$5.41M ﹤0.01%
148,638
-3,832
2556
$5.4M ﹤0.01%
66,925
-1,269
2557
$5.39M ﹤0.01%
196,793
+180,066
2558
$5.39M ﹤0.01%
112,208
+29,305
2559
$5.39M ﹤0.01%
21,019
+1,174
2560
$5.37M ﹤0.01%
3,246,042
+3,009,192
2561
$5.36M ﹤0.01%
150,316
+35,002
2562
$5.36M ﹤0.01%
143,882
+135,541
2563
$5.36M ﹤0.01%
1,128,521
-194,567
2564
$5.34M ﹤0.01%
276,929
+152,254
2565
$5.33M ﹤0.01%
100,551
-5,615
2566
$5.32M ﹤0.01%
93,821
-3,549
2567
$5.31M ﹤0.01%
299,371
-90,982
2568
$5.3M ﹤0.01%
63,514
-2,885
2569
$5.3M ﹤0.01%
84,019
-317,832
2570
$5.3M ﹤0.01%
259,924
+73,854
2571
$5.3M ﹤0.01%
97,078
+14,612
2572
$5.29M ﹤0.01%
76,060
-3,680
2573
$5.29M ﹤0.01%
457,101
+3,521
2574
$5.29M ﹤0.01%
232,358
-266,678
2575
$5.28M ﹤0.01%
136,344
-4,181
101 102
103
104 105